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TickerTalks›$RBLX
RBRBLX

Roblox Corporation

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$RBLX·$34B·Electronic Gaming & Multimedia·Technology
$50.51-1.2%YTD-39.2%1Y-63.1%
Price updated 7m ago·X counts updated 5d ago
RBRBLX
$RBLXRoblox Corporation
$50.51-1.21%480 posts2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RBLX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

480X posts · last 7 days
Sep 28Oct 11
Chatter Meter
2×
QuietNormal · 1×Loud

How loud $RBLX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 97% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Roblox is bullish on viral platform scale — "Ride a Pet" is scaling from ~800K daily visits two weeks ago toward ~30M daily and bulls model 200M in another two weeks, and $RBLX has 24,920,117 concurrent users against Fortnite's 1,342,250 (roughly 24x). The old "Fortnite will take Roblox down" narrative is being formally buried. The lone off-topic voice is a banned user's 32-day lockout plea, not a thesis critique.

Read what X is saying about $RBLX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RBLX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

User engagement is exploding — the stock is at 8% of its 52-week range anyway, so the market has stopped caring about users.

Roblox is the dominant kids-and-teens UGC gaming platform — a developer ecosystem where creators build experiences and share revenue, with concurrent users running 24x higher than Fortnite's. The stock is down 68% TTM and sits at 8% of its 52-week range despite genuinely accelerating engagement.

  • The engagement signals are extraordinary: revenue grew 39% YoY to $1.44B last quarter, "Ride a Pet" went from ~800K to ~30M daily visits in two weeks, and Meta's gaming CCU is effectively zero against Roblox's 24.9M — the business is clearly winning the attention war with kids.
  • The P&L is still unprofitable: operating margin at -24% last quarter and ongoing losses — this is a growth-at-any-cost model that depends on booking growth continuing to outrun infrastructure spend; profitability remains a 2027/28 story.
  • At 5.7x sales for 39% growth, the valuation is lower than it's been since the IPO — the market is pricing a saturation + profitability doubt combo that doesn't fit the DAU + bookings data.

Breaking-down holds unless Oct 29 earnings re-accelerate bookings growth above 30% YoY and operating margin tracks toward break-even in FY27. A soft bookings print, or any cost-structure guide-up on infrastructure, is what seals the de-rating; a profitability inflection confirmation is what breaks the tape higher — the setup is a quality falling knife similar to Netflix at $57 last year.

Agrees with X sentimentX longs on 24x Fortnite CCU, "Ride a Pet" going from 800K to 30M in two weeks, and Meta's gaming failure are reading the engagement signals correctly — the single banned-user appeal thread is noise. The gap is: the stock is pricing a profitability doubt the posters aren't addressing.

What to watch: Oct 29 earnings — bookings growth (needs to clear 30% YoY), operating margin trajectory toward break-even, and any specific profitability-timing commentary. A soft bookings print or widening operating loss is what seals the breaking-down tape.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $RBLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $RBLX.

Electronic Gaming & Multimedia · Technology

No material change from last week — TTWO reaffirms GTA VI launch date at annual meeting, sustaining the pre-launch thesis.

What this means for $RBLX

Neutral — User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-6.9%YTD
-15.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-276%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-0.26$-0.34+24.4%
Q1 2026Apr 30, 2026$-0.35$-0.41+14.5%
Q4 2025Feb 5, 2026$-0.45$-0.47+3.7%
Q3 2025Oct 30, 2025$-0.37$-0.49+23.8%
Next earningsThu, Oct 29·consensus EPS $-0.43

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+39.3%79.6%-20.4%$-0.35$596.0M
Q4 FY25$1.4B+43.2%77.7%-25.3%$-0.45$307.1M
Q3 FY25$1.4B+48.0%78.2%-21.8%$-0.37$563.5M
Q2 FY25$1.1B+20.9%78.2%-29.8%$-0.41$176.7M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.0B$6.9B – $7.2B-$1.45-$1.90 – -$1.1620
FY27$7.9B$7.2B – $8.3B-$1.20-$1.84 – -$0.5319
FY28$9.1B$7.9B – $10.8B-$0.91-$1.85 – -$0.3015
FY29$11.2B$10.2B – $12.2B-$0.27-$0.30 – -$0.2410
FY30$12.8B$11.6B – $14.0B$0.26$0.23 – $0.297

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 643.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.475-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 5Mark ReinstraChief Legal Off. & Corp. Sec.5.7K sh$250KSellOct 1Gregory BaszuckiDirector16.7K sh$714KSellSep 8Mark ReinstraChief Legal Off. & Corp. Sec.5.8K sh$259KSellSep 1Gregory BaszuckiDirector16.7K sh$674KSellAug 31Andrea L WongDirector562 sh$23KSellAug 25Rawlings Amy MarieChief Accounting Officer237 sh$9KSellAug 24Buckley Sean JackChief People & Systems Officer4.3K sh$167KSellAug 20Matthew D KaufmanChief Safety Officer14.9K sh$566KSellAug 20Buckley Sean JackChief People & Systems Officer5.6K sh$213KSellAug 20Rawlings Amy MarieChief Accounting Officer5.1K sh$192K
1–10 of 29
+ 16 other (9 awards · 6 others · 1 gift) in window

See when $RBLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Roblox Corporation announced Q2 2026 financial results and Q3 2026 guidance via a shareholder letter (Exhibit 99.1) published July 30, 2026, along with supplemental materials on its investor relations website. The Reg FD item references the same shareholder letter. Specific daily active users, bookings, revenue, and Q3 guidance are in the attached exhibit. This is the routine quarterly earnings disclosure for the gaming platform; the inclusion of Q3 guidance makes this filing more investor-relevant than a plain results announcement.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Roblox Corporation (RBLX) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RBLX reported first quarter ended March 31, 2026 as well as second financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 6 other (2 10-Qs · 2 13Gs · 1 D · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

These 2 Consumer Discretionary Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·1d agoHere's Why Roblox (RBLX) Fell More Than Broader Marketzacks.com·2d agoT-Rex 2X Long RBLX Daily Target ETF (BATS:RBLU) Stock Short Interest Rises 285.2%defenseworld.net·4d agoRoblox (NYSE:RBLX) Stock Jumps 6.7% – What’s Next?defenseworld.net·6d agoAlphabet and Unity Level Up Game Developmentmarketbeat.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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